Author: David Brooks

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Pensions

Technical Consultation – Inheritance Tax On Pensions: Liability, Reporting and Payment

In general, we are supportive of the government’s aim to ensure that pensions are used for the primary purpose of providing an income for the member, and while individuals may have other assets to use in their ...

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Pensions

Pensions Investment Review: Unlocking the UK Pensions Market for Growth

The government’s work on pension systems is acknowledged, but we are concerned about the focus on productive finance and its benefits for members. GAD’s modelling shows only marginal benefits, and there is a ne...

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News & Events

Funding Code Discussion Webinar

On 15 October 2024 our panel discussed the Pensions Regulator’s new Defined Benefit Funding Code. Our Panel Dickon Best – Trustee Director with IGG David Hamilton – Chief Actuary at Broadstone Marc ...

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Pensions

Pensions Review

The Government’s first meaningful discussion with the industry is part 1 of their much trailed Pensions Investment Review. The Review has key goals to increase investment in UK assets and also to accelerate ...

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Broadstone

Section 37 case a decision point for trustees and sponsors

Background Case Recap Virgin Media Limited was the principal employer of the National Transcommunications Limited Pensions Plan (the Plan), a contracted-out DB scheme. From 1997, contracted-out schemes had to s...

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Broadstone

Consultation on options for DB schemes

The DWP recently consulted with the industry on options for Defined Benefit schemes in respect of returning funding surpluses to sponsors and the role a public sector consolidator could play. Below is an extrac...

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Pensions

Spring Statement Pensions Preview: A quiet fiscal event for pensions with tax tinkering to dominate

Complex consultations and General Election on the horizon could deliver quiet budget for pensions industry State Pension triple lock likely to be backed by Conservatives with tax cuts expected to dominate Broa...

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Pensions

Autumn Statement Webinar

On the 4 December 2023 we collated a great panel to discuss the DB aspects of the Autumn statement with particular focus on defining productive finance, Trusteeship developments, refund of surplus, public secto...

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Pensions

David Brooks joins The Times Radio Show

David Brooks joined Rosie Wright this morning on the Times Radio discussing the business news. They discuss Cunard accused of using “fire and rehire”, foreign interest to buy The Telegraph, the importance of Bl...